What to do with your money in a corona-crisis

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Are you like me and suffering from serious information overload at the moment? It seems like everyone you speak to has an opinion about how quickly things will return to ‘normal’, what the economic impact is going to be long-term, and whether you should invest in a lifetime’s supply of toilet paper.

Let’s face it – none of us have been through anything like this before. So no-one is going to have all the answers. But what you can do is ...

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What’s the scariest thing you can imagine?

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Welcome to a new year and a new decade! One of the things the Monarch team particularly looks forward to each new year is seeing how our clients have progressed along their financial journey. Life is always throwing surprises at us – some good, some not so good – but when you have a solid financial plan in place, you don’t have to be worried about what the future may bring.

Which brings me to the topic of our first blog ...

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What are you paying for?

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You might have noticed there have been a few reports in the media (again) about life insurance commissions. As you know, I’m extremely proud of the work the Monarch team does and firmly believe in the role financial advice plays in helping people secure their financial future. Which is why I felt it was important to outline just some of the ways we add value to our clients…

What we do – Build a strategy

Our role is not simply to get ...

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How much is too much?

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I know I’ve previously shared my thoughts on asking strangers to pay for your medical bills (see: Is crowdfunding your medical bills fair?), but a recent story has persuaded me to revisit the issue again. This article highlights just how much people underestimate the cost medical treatment in Australia, which is ultimately one of the main reasons that people turn to crowd-funding sites.

You might have heard about Milli, a 12 year old from Perth whose family was trying ...

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Lessons from Japan

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I love travelling overseas! It’s awesome to be able to experience other cultures and see the way other people live. Take my recent trip to Japan and Korea. Aside from the fascinating history, incredible food and gorgeous scenery, I was really intrigued by the Japanese people. It never ceases to amaze me how different people can be, depending on where they grew up ...

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Life is what happens when you’re busy making other plans

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“Life is what happens when you’re busy making other plans.”

You’ve probably heard this John Lennon quote before. But have you ever noticed how true it really is? You could have your ideal milestones all mapped out, from your first career steps to the age you think you’ll be ready to get married and have kids, right through to when you’d like ...

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Don’t underestimate the value of a second income

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I was chatting with a friend over dinner the other night and she was talking about how she had dropped back from full-time to part-time work so she could pursue her goal of opening an online kid’s clothing store. She is still bringing in an income (and hopes to eventually leave her part-time job and just work on the store), but ...

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No advisers, no surprises? No way!

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NO AdI saw an ad for insurance company NobleOak the other day which really made my blood boil. It’s the one where the guy says that with most life insurance you’re ‘being sold an illusion’. The ad claims that life insurance through NobleOak is 20% cheaper than if you buy through an adviser or direct with an insurer.

They highlight that they only offer ...

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Financial advice doesn’t stop when you’ve got your policy!

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facebook-Linked_Image___shutterstock_227878675If you’re working with a financial planner to help set up your life insurance, make sure they’re going to be there when they’re really needed – at claim time!

A referral partner recently asked me to help her client’s son who had sadly suffered a stroke. The son has insurance, so the client took on the job of lodging a claim on behalf of ...

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Life’s little surprises

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facebook-Linked_Image___ross-findon-303091-unsplashLast week I sat down with a couple to do a review of their insurances. It was a great meeting for a couple of reasons and I wanted to share the experience here…

I first started working with this couple a little over four years ago. Let’s call them Jack and Jill. Jack and Jill were newly married and wanted to get their life ...

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